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Brown & Brown
BRO

Overview Fund Activity

890 hedge funds and large institutions have $26.7B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 333 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+32
Holders Change %
+3.73%
% of All Funds
12.09%
Holding in Top 10
32
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+68.42%
% of All Funds
0.43%
New
132
Increased
333
Reduced
307
Closed
83
Calls
$26.2M
Puts
$10.6M
Net Calls
+$15.6M
Net Calls Change
-$4.27M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$899M
2
Capital World Investors
Capital World Investors
California
+$506M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$76.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$71.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$212M
2
First Trust Advisors
First Trust Advisors
Illinois
-$211M
3
CW
Curio Wealth
Maryland
-$147M
4
Morgan Stanley
Morgan Stanley
New York
-$146M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
776
TFC Financial Management
Massachusetts
$48K – – –
GC
777
Garde Capital
Washington
$46.2K +$46.2K +371 New
APF
778
Alaska Permanent Fund
Alaska
$45.6K – – –
ZBNA
779
Zions Bancorporation, National Association
Utah
$45K +$45K +362 New
LC
780
Lindbrook Capital
California
$43K -$373 -3 -0.9%
HWM
781
Hemington Wealth Management
Virginia
$42K +$8.2K +67 +24%
Simplex Trading
782
Simplex Trading
Illinois
$41K +$41K +333 New
AAG
783
Armstrong Advisory Group
Massachusetts
$40.8K – – –
TPCW
784
TD Private Client Wealth
New York
$38.9K +$249 +2 +0.6%
SS
785
Sunbelt Securities
Texas
$37.3K – – –
SC
786
SouthState Corp
Florida
$31.6K +$20.7K +166 +189%
OIA
787
Optimum Investment Advisors
Illinois
$31.1K +$31.1K +250 New
KPP
788
Kings Path Partners
Texas
$28.7K – – –
AA
789
Ancora Advisors
Ohio
$27.7K – – –
CAL
790
Capital Advisors Ltd
Ohio
$27K +$2.48K +20 +10%
AssetMark Inc
791
AssetMark Inc
California
$26.7K +$4.35K +35 +19%
BCM
792
Bares Capital Management
Texas
$26.5K +$26.5K +213 New
MSWA
793
Marshall & Sterling Wealth Advisors
New York
$25.6K +$25.6K +206 New
PSB
794
Piscataqua Savings Bank
New Hampshire
$25.4K – – –
KFI
795
Key Financial Inc
Pennsylvania
$23.3K – – –
EB
796
Eastern Bank
Massachusetts
$20.5K +$3.48K +28 +20%
JWA
797
JFS Wealth Advisors
Pennsylvania
$19.2K – – –
FFA
798
Frazier Financial Advisors
Ohio
$18.7K – – –
TC
799
Truvestments Capital
Florida
$18.5K – – –
RTL
800
Red Tortoise LLC
Georgia
$18.3K – – –
30 31
32
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